Create a Team

Create a Team/Workgroup to define name, description, and email information for the Team (Info) and Users on the Team (Members).

Use the Team and Workgroup Manager in CSM Administrator to create a Team or Customer Workgroup.

If configured, record ownership rights (View, Add, Edit, Delete rights) can be extended to managers, departments, and Teams/Workgroups, so carefully consider the implications of these relationships.

To create a Team:

  1. Open the Team and Workgroup Manager.
  2. Select the User Teams radio button.
    The Manager lists the existing Teams.
  3. Select the Create New button to add a new team to the list.
  4. Define general information for the Team:
    1. Select the Info tab.
    2. Provide a name for the Team.
    3. Select the Image button to open the Image Manager, and then select an existing image or import a new image to represent the item in the UI.
    4. Provide a description to use within CSM (this property can be searched in CSM Item Managers).
  5. Define options for determining how emails are sent to the Team (when the Team is chosen as the email recipient).
    1. Send to All Members Who Have a Valid E-mail Address: Select this radio button to send emails to all of the addresses for all members of the Team (based on the member list created in the next step).
    2. Send to This Alias: Select this radio button, and then provide the email alias (example: [email protected]) to send emails to an already defined email alias. This option is useful if a company has created an email alias (example: Company Administrators) that mirrors the membership of the Team.
  6. Add Users to the Team:
    1. Select the Members tab.
    2. Select the Add button.
      The Add Team Member window opens.
    3. Select one or more Users to add to the Team.
    4. To designate a Team manager, select a User (member), and then select the Team manager check box. You can designate more than one manager, if needed.
    5. Select OK to add User(s) to the team.
  7. Select Save.